Intro Overview ArborNote Desktop App

DASHBOARD TAB VIEW:

Once you log into the desktop app, you will automatically be taken to the main dashboard view. This will be a snapshot of all your recent activity.

CLIENTS TAB VIEW:

This is where you can easily access your client profiles.

PROJECTS TAB VIEW:

This is where you can find your full project list. Double click to open a project. If you wish to archive a project - highlight the project, click on the 'actions' button and select archive. You can change the status of the project by clicking on the status dot next to the project.

APPOINTMENTS TAB VIEW:

This is where you can easily access your estimator scheduling calendar and appointments.

SALES TAB VIEW:

This is where you can easily access your proposals, plans, and sales dashboard.

WORK ORDERS TAB VIEW:

This tab is where you can manage and schedule all your work orders.

REPORTS TAB VIEW:

This is where you can find project, sales and work order reports.

SETTINGS MENU:

This is where you can access your Account, Team/Users, Email Templates, General and Proposal Settings.

ACCOUNT SWITCHING: 

If your company has multiple branches set up you can click here to account switch between branches.

SUPPORT: 

To reach the support desk and tutorial information- click on Support. 

Note: You can also go directly to help.arbornote.com to reach the help desk.